CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,383,600
+73.7%
23,997
+84.9%
0.02%
+70.0%
Q2 2023$2,523,864
+3.1%
12,979
+2.6%
0.01%
-9.1%
Q1 2023$2,448,611
-5.4%
12,653
-6.3%
0.01%
-15.4%
Q4 2022$2,587,886
+2.4%
13,509
-8.1%
0.01%
-13.3%
Q3 2022$2,526,000
+202.5%
14,704
+226.5%
0.02%
+200.0%
Q2 2022$835,000
+63.1%
4,504
+72.3%
0.01%
+66.7%
Q1 2022$512,000
+2.4%
2,614
+4.5%
0.00%0.0%
Q4 2021$500,000
+90.1%
2,502
+71.4%
0.00%
+50.0%
Q3 2021$263,000
+136.9%
1,460
+140.1%
0.00%
+100.0%
Q2 2021$111,000
+7.8%
608
+5.4%
0.00%0.0%
Q1 2021$103,000
+21.2%
577
+17.5%
0.00%0.0%
Q4 2020$85,000
+4.9%
491
+0.2%
0.00%0.0%
Q3 2020$81,000
+3.8%
490
-5.6%
0.00%0.0%
Q2 2020$78,000
+39.3%
519
+26.0%
0.00%0.0%
Q1 2020$56,000
-13.8%
4120.0%0.00%
-50.0%
Q3 2019$65,000
+6.6%
4120.0%0.00%0.0%
Q2 2019$61,000
+1.7%
4120.0%0.00%0.0%
Q1 2019$60,0000.0%412
-10.4%
0.00%
-33.3%
Q4 2018$60,0000.0%460
+7.5%
0.00%0.0%
Q3 2018$60,000
+3.4%
4280.0%0.00%0.0%
Q2 2018$58,000
+1.8%
4280.0%0.00%
-25.0%
Q1 2018$57,000
-10.9%
428
-1.8%
0.00%0.0%
Q4 2017$64,000
-1.5%
436
-5.8%
0.00%
+33.3%
Q3 2017$65,000463
+15333.3%
0.00%
Q2 2017$030.0%0.00%
Q1 2016$0
-100.0%
3
-99.5%
0.00%
-100.0%
Q4 2015$76,000
-72.0%
585
-73.8%
0.01%
-77.8%
Q3 2015$271,000
-2.9%
2,2350.0%0.04%
-18.2%
Q2 2015$279,000
-99.9%
2,2350.0%0.04%
-13.7%
Q1 2015$283,822,0002,2350.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders